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Showing 21 - 30 of 132 results for %22Adviser Research Centre%22

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... The research house revealed plans to make the data available through its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.

Chant West to buy Rice Warner insurance comparator

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... and the addition of this specialised service will enable our clients to deal with a single supplier for their related research and insights." Rice Warner chief executive Andrew Boal said the firm believes Chant West is best placed to continue to develop ...

Life insurers recognised for innovation

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
... ASX-listed firm also won the Innovation Long Term Product Award (Liquid Lifetime RBA cash-linked option) and Client and Adviser Technical Support Award. The Longevity Product (Investment Linked) Award went to Optimum Pensions (Real Lifetime Pension). ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... used the example of having clients upload their information to a client portal ahead of a first meeting with a financial adviser, saying some businesses found this could save hundreds of hours of work. His suggestion is to have different levels of financial ...

New research head at Centrepoint Alliance

KANIKA SOOD  |  TUESDAY, 8 SEP 2020
The ASX-listed dealer group has hired a portfolio manager from IOOF as its new head of research, after the incumbent left in May. Daniel Stojanovski will start as Centrepoint Alliance's head of research on October 13. He joins after nearly five years ...

AMP should stop whining: Slater and Gordon

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... two actions, De Ferrari offered his view of the class action system in Australia. He cited a report from the Menzies Research Centre, which claimed Australia is one of the most desirable jurisdictions in the world for litigation funders. Litigation funders ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... Anderson said. Anderson said that since joining the group, both Herold and Stamatopoulos have worked with Centrepoint's adviser community to "develop a robust investment and governance process", including developing an investment philosophy and research ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... retirement savings weren't quite as safe as they thought, reigniting the debate around 'balanced' investment options. XY Adviser chair Andrew Rocks took to LinkedIn to share his thoughts on the state of super, saying: "As a Certified Financial Planner ...

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... spectrum," Scheerlinck said. "The premise that all advice is scaled is in contrast to the code guidance which suggests that an adviser needs to always take into account a client's broader and long-term future circumstances." She expressed concern that ...